440 Investment Group’s UnitedHealth UNH Stock Holding History

440 Investment Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$8.04M	Buy	36,454 +10,254	+39%	+$2.17M	5.72%	2
2017 Q3	$5.13M	Buy	26,200 +13,815	+112%	+$2.67M	3.91%	4
2017 Q2	$2.3M	Buy	12,385 +9,800	+379%	+$1.72M	1.83%	15
2017 Q1	$424K	Buy	+2,585	New	+$423K	0.38%	59

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

440 Investment Group's UNH Position: Q4 2017 in Review

440 Investment Group increased its UnitedHealth (UNH) stake by 39% in Q4 2017, buying an estimated $2.17M and bringing the position to 36,454 shares worth $8.04M. The position accounts for 5.72% of the portfolio, ranked #2.

440 Investment Group first reported a position in UNH in Q1 2017 and has held it in 4 quarters since. 1,678 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

440 Investment Group held 36,454 shares of UnitedHealth worth $8.04M as of Q4 2017.
440 Investment Group bought 10,254 UnitedHealth shares in Q4 2017, an estimated $2.17M.
UnitedHealth made up 5.72% of 440 Investment Group's portfolio in Q4 2017, its #2 holding.
440 Investment Group first reported a position in UnitedHealth in Q1 2017 and has held it in 4 quarters since.
1,678 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.